Pursuant to Regulation S-P adopted by the Securities and Exchange Commission, it is the policy of Novi Wealth Partners to keep confidential nonpublic personal information ("information") pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, investment holdings, account numbers, account balances, etc.) unless Novi Wealth Partners is:

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(1) previously authorized by the client to disclose information to individuals and/or entities not affiliated with Novi Wealth Partners, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.);

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(2) required to do so by judicial or regulatory process; or

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(3) otherwise permitted to do so in accordance with the parameters of Regulation S-P. The disclosure of information contained in any document completed by the client for processing and/or transmittal by Novi Wealth Partners in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for Novi Wealth Partners (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider. Each individual and/or entity affiliated with Novi Wealth Partners is aware of Novi Wealth Partners’ Privacy Policy, and has acknowledged his/her/its requirement to comply with same. In accordance with Novi Wealth Partners’ Privacy Policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for Novi Wealth Partners to perform its services for the client, and to comply with applicable regulatory procedures and requirements.

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Should you have any questions regarding the above, please contact Robert B. Dunn, President of Novi Wealth Partners, at (609) 921-7002.